NerdWallet Advisors Match is a financial advisor matching service that connects users with advisors without browsing.
NerdWallet Advisors Match is a financial advisor matching service that connects users to financial advisors without browsing. Users answer a few questions to get matched with financial advisors.
NerdWallet Advisors Match lets users search for SEC-registered investment advisors by ZIP code and filter the results.
Datalign Advisory
Datalign Advisory
datalign.com
SmartAsset
SmartAsset Advisor Match
smartasset.com
Zoe Financial
Zoe Financial Advisor Matching
zoefin.com
| Attribute | NerdWallet Advisors Match | Datalign Advisory | SmartAsset Advisor Match | Zoe Financial Advisor Matching | |
|---|---|---|---|---|---|
| Provider | | | | | |
| Founded | 2009 | — | 2012 | 2018 | |
| Sells To | Consumers and Businesses | — | Consumers | Wealth Management Firms | |
| Pricing Model | Advertising/Marketplace | — | Recurring | Advisory Fees | |
| Ownership | Public | — | Venture-backed | Venture-backed |
Provider
Founded 2009
Sells To Consumers and Businesses
Pricing Model Advertising/Marketplace
Ownership Public
Provider
Founded —
Sells To —
Pricing Model —
Ownership —
Provider
Founded 2012
Sells To Consumers
Pricing Model Recurring
Ownership Venture-backed
Provider
Founded 2018
Sells To Wealth Management Firms
Pricing Model Advisory Fees
Ownership Venture-backed
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Magnifi connects retail accounts and delivers AI-powered portfolio analysis, scoring, and 24/7 chat advisory.
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Marketplace where advisors discover and transact alternative investment funds on CAIS.
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